How Can Flex Options Mitigate Risk?
Learn more about flex options and how insurers could use them to hedge annuity risk. S&P DJI’s Raghu Ramachandran and XFA’s Bill O’Keefe discuss how the index-based toolkit continues to expand for insurers.
2019 Outlook: Markets and economies
Portfolio managers Rob Lovelace and John Smet, and economist Jared Franz share their thoughts on the outlook for global equities, fixed income and economies as they look ahead to 2019. Additionally, this event is available for CE credit (CFP* and CIMA). *CFP credit only available for U.S.-based viewers.
Factors as Goals-Based Tools
How are advisors implementing single and multi-factors as risk mitigators in long-term strategies? S&P DJI’s Ed Ware and Craig Lazzara take a strategic look at factors with Armbruster Capital Management’s President, Mark Armbruster.
Can Healthy Losses Indicate Actual Winners?
Explore how a distinguished finance professor’s theory on short-term reversal in U.S. large cap stocks became a custom index reality with S&P DJI’s Michael Mell and Dr. Victor Chow, Senior Investment Consultant at Vesper Capital Management.
MASTERCLASS: Sector Strategies for a New GICS® Landscape
Are you prepared for the GICS reshuffle? Gain a better understanding of how the sector changes impact S&P DJI’s sector indices, the ETFs that track them, and how sharper sector tools can be implemented to unlock the global opportunity set with precision.
What's Driving Small-Cap Performance?
Sam Stovall joins S&P DJI’s Jodie Gunzberg and Shaun Wurzbach to discuss small-cap sectors and what’s driving the small-cap surge.
Understanding the Global Impact of the S&P 500®
What is the relevance of the S&P 500® and U.S. markets internationally? S&P DJI’s Jodie Gunzberg and Tim Edwards sit with Hamish Preston to discuss the impact of the U.S. equity market and this renowned global benchmark.
Guggenheim Risk Managed Real Estate Fund
Portfolio Manager Tom Youn explains how the Guggenheim Risk Managed Real Estate Fund (GURIX) seeks to provide compelling performance in good markets and bad.
Is Cash King in Small Caps?
Explore how incorporating free cash flow yield into a multi-factor strategy can influence risk/return with S&P DJI’s Michael Mell and Pacer Financial’s Sean O’Hara.
Tech Watch: Could the FANG Stocks Be Losing Their Bite?
The FANG (Facebook, Amazon, Netflix, Google) stocks appear overvalued to many investors. Not necessarily, says investment analyst Will Craig, who points to reasons why he thinks the internet sector has room to run.
Building a New Retirement Benchmark
Take a look inside the S&P U.S. Retiree Spending Index and discover how this innovative multi-asset benchmark is measuring the shifting spending priorities of the baby boomers, while limiting volatility.
Indexing and Global Diversification
Explore the role global equity indices can play in diversification strategies and take a closer look at how behavioral finance and home bias are still impacting the decisions of some wealth managers with S&P DJI’s Shaun Wurzbach and ReSolve Asset Management’s CEO, Adam Butler, and President, Michael Philbrick.